04/11/2025
As head of Silvercrest’s institutional business, Mr. Gray has played a pivotal role in the success of the firm’s institutional equity business over his tenure.
04/11/2025
Gatcliffe will be responsible for the in-country execution of the bank’s strategy to be the preeminent banking partner for institutions with cross-border needs and a global leader in wealth management.
04/10/2025
Mr Amen joins from RenaissanceRe
04/10/2025
He will be based in New York and join the Investment Banking Management Team.
04/10/2025
Mary Ballin, Beth Bosworth, Eric Jardine, Doug Wheat Latest Advisors to Complete Path to Partnership Program at Advisor-Owned Firm
04/10/2025
Barry Schanker joins Los Angeles firm as managing director
04/10/2025
Alex brings deep experience in financial planning and analysis for high net worth individuals
04/09/2025
Graeme Lee, former head of LPL’s advisor affiliation model, joins Bluespring Wealth Partners to help its RIAs with organic growth and practice management.
04/09/2025
In the new role, Amen will be responsible for all operating facets of Ascot U.S. and Ascot Bermuda insurance and reinsurance companies.
04/09/2025
Rich earned a B.S. in Applied Mathematics and an M.S. in Financial Management from Stevens Institute of Technology in Hoboken, NJ.
04/09/2025
Three new hires and a leadership promotion demonstrate commitment to advisors and their strategic growth
04/08/2025
She joins from Kirkland & Ellis.
04/08/2025
French adds a wealth of knowledge in investment strategy, portfolio management and client education
04/08/2025
SouthState is committed to providing our small business clients with what they need to succeed long term and our wealth clients with tools and expertise to plan for a secure future.
04/08/2025
Broker-dealer has acquired more than $2B AUM in the past week
04/08/2025
Ready to help build on Regions’ growth, Greve succeeds Jim Nonnengard, who is retiring following a successful 43-year career.
04/07/2025
His appointment reflects our commitment to accelerating growth and delivering exceptional outcomes for clients across EMEA and Latin America."
04/07/2025
He holds an MBA from INSEAD and an HBA from the Richard Ivey School of Business at the University of Western Ontario.
04/07/2025
Puthiyamadam joins Grant Thornton at a time of significant change.
04/04/2025
Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors